Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,892 | $110,410+126.3% | $102,437+143.9% | $145,897+71.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 5.82% | 24.85%-19.0pp | 24.95%-19.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $12,432 | $4,217+194.8% | $3,871+221.2% | $4,663+166.6% |
| Participant deferral / active EE | $9,671 | $5,622+72.0% | $5,060+91.1% | $6,689+44.6% |
| Admin fee / account holder | $17,838 | $9,745+83.0% | $8,388+112.7% | $13,390+33.2% |